Valueverse

Who earns when everything is going down?

DEX tokens

DEXes literally have been printing fees today. An overview coming soon.

Btw The DAO is back with Vitalik in multisig

https://x.com/thedaofund/status/2016898906915811488

The Second Chance😇

GOLD & Crypto flash crash

Deleverage🙈

Poor data analysis = information asymmetry

Any asymmetry is an advantage

https://x.com/vasily_sumanov/status/2016831785842463051?s=46

We estimate that the number of DeFi assets with solid fundamentals is < 20.

The good news is that this number will rise to the hundreds (or even thousands) in one to two years.

By identifying them early, we can find fundamental gems.
• For example, $CVX made dollars per token since launch and rose to $50.
• $AERO, priced at $0.03, earned $0.22 per token in cash flow in the following years.

These assets exist, and we just need to analyze them quickly and make the right moves.
• Clear input data
• Revenue multipliers (not F/S, P/S, and all that legacy stuff).
• Growth models accounting for dilution.

A kind of a plan for Revenue Meta

https://x.com/valueverse_ai/status/2016792140224074022

TL;DR:

Defillama tried to do utility mapping, but even for biggest & most known projects -> incorrect

Valueverse does it better

https://x.com/vasily_sumanov/status/2016779448444735757?s=20

$HYPE value structure has much more functions than is presented by Defillama

Some investors miss it

https://x.com/valueverse_ai/status/2016772813450035201

$CRV $YB $AERO $VELO epochs completion soon

New data & updated multipliers coming

Doctor’s examination for revenue.

https://x.com/valueverse_ai/status/2016422655981736254?s=46

Which tokens drive more value?

Revenue pricing overview by Stacy Muur

https://x.com/stacy_muur/status/2016335173345026422?s=46

Thoughts on Aerostrategy

https://x.com/vasily_sumanov/status/2016249767362207975?s=46

Feedback from Aerodrome founder

The State of Cashflow Pricing:

- Buyback revenue is generally more expensive than direct fee sharing (except $PUMP)
- Owning $1 of tokens in $CRV, $AERO, $PENDLE, or $YB earns up to 3-7x yield vs. average buybacks
- The $UNI revenue is 28 times more expensive than $CRV and 74 times more expensive than $AERO.

Details in our recent research piece:

https://x.com/valueverse_ai/status/2015931557995758017?s

Protocol revenue ≠ tokenholder revenue

P/F, P/S are protocol-level, not token-level metrics.

We introduce Effective Multipliers, accounting:
- token revenue (not protocol revenue)
- cashflow-receiving token supply instead of circulating supply

It is designed for: How expensive is the token relative to the cashflow it captures?

https://x.com/valueverse_ai/status/2011937946459345361

2025 exposed a major disconnect in crypto. Adoption, infrastructure, and regulation advanced, while token prices lagged and fundamentals remained underpriced. Most new tokens now trade below TGE, signaling a shift toward value-driven markets.

Our 2026 Thesis shares our perspective on token design, market structure, and value capture. We look at why market structure can override fundamentals, how Ethereum creates and accrues value beyond revenue, and why revenue sharing and sustainable tokenomics will define the next cycle.

We also highlight under-the-radar breakthroughs in 2025 and outline how token valuation frameworks must evolve in 2026 toward value-receiving supply, revenue attribution, and automated analysis.

Link to the full thesis ⬇️

Channel photo updated

Channel created